Coefficient Reviews & Product Details

Coefficient is a new way to work with your company data better, faster, and more accurately without ever leaving your spreadsheet, integrating with the tools you already use. Install the Coefficient Excel or Google Sheets extension and use it in a new or existing sheet in seconds. Once installed, Coefficient lives as a sidebar companion so your company data is only a couple of clicks away at any time. Any data source that you work with is available directly in your Coefficient sidebar – such as Salesforce, HubSpot, Snowflake, NetSuite, QuickBooks, MySQL, and Looker – with the ability to consolidate your data from multiple systems into one spreadsheet. Use Coefficient filters to easily customize your imports to only work with the data you need, keeping your spreadsheets performant. Quickly go back anytime to add more data in the same report. Never rebuild the same analysis twice by keeping your data up to date with scheduled updates. And, use Coefficient alerts to trigger Slack or email messages anytime your spreadsheet updates. Now, you can turn your spreadsheet into the most flexible, powerful monitoring system across all of your company data. Say “goodbye” to manual data workflows and “hello” to connected spreadsheets.

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Coefficient

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Hannah Recker

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Pricing provided by Coefficient.

Free

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Coefficient Integrations

(59)

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Coefficient Media

Coefficient Demo - Data Connectors for Google Sheets & Excel

Skip exports forever. Connect Salesforce, HubSpot, NetSuite, QuickBooks, Snowflake, and 100+ apps once. Blend data as you need. Refresh data on any schedule you set.

Get Slack or email notifications the instant a deal closes, a budget spikes, or a goal is hit.

Make bulk edits fast. Change any row and push the updates straight to Salesforce, HubSpot, QuickBooks, or your data warehouse.

Ask a question and Coefficient builds the formula, chart, or summary before you finish your coffee.

Coefficient Demo - 100+ Pre-built Dashboards

Launch reports and sync data in one click. Choose a pipeline, forecast, or lead-scoring template.

Official Downloads

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Coefficient Reviews (154)

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Siobhan A.

Customer Success

Small-Business (50 or fewer emp.)

3/18/2025

"Coefficient has been a game changer"

5/5

What do you like best about Coefficient?

Coefficient is one of the best tools (hands down) that I've ever come across for enabling ops practitioners in the startup world.

It's capabilities make my day-to-day so much easier, whether it's creating a simple report, drafting bulk updates, or building complex reports that our entire leadership team relies on.

I couldn't do half the work I do today without Coefficient, and would highly highly recommend

Also - they are constantly adding thoughtful new features that are always a surprise and delight! Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

I can't think of anything I don't like about their tool Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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This makes me so happy to hear, Siobhan. It's pretty neat to know we are making your day so much more efficient and doable! Special shout to our product team for doing a TON of speaking live with our users. It's exactly why everything we add seems so thoughtful. -Hannah

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

6/27/2025

"Coefficient has been a lifesaver"

5/5

What do you like best about Coefficient?

Coefficient makes importing reports and analyzing data so seamless and user-friendly. It also allows you to update information in real time, as often as you would like. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

I haven't run into any issues with Coefficient. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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Thanks for your review! We’re so happy to hear Coefficient has been a lifesaver for you! Great to hear it’s helping with your Salesforce workflows and decision-making. -Hannah

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

7/11/2025

"simple way to bring information from hubspot"

5/5

What do you like best about Coefficient?

easy and simple, fast and concrete. very useful Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

Sometimes I have problems with the format in which the information is brought Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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Thanks so much for the kind words! We’re glad Coefficient is making it fast and simple to bring in HubSpot data and helping you power better sales analysis.

Appreciate the note on formatting too. We're always looking to improve. Would love to have you in our user community: https://coefficient.io/community

-Hannah

Sisi C.

Growth Marketing Lead

Enterprise (> 1000 emp.)

4/20/2025

"Easy integration and automate workflow"

4.5/5

What do you like best about Coefficient?

Simply integrating with Google sheets for data outputs. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

Nothing yet based on how I currently use the tool. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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Happy to hear you've had a great experience with our Salesforce connector. It's awesome when something is simple and just works so you can do the analysis you need, when you need! Can't wait until you have the opportunity to explore more of the tool! We're always here if you have any feedback. -Hannah

Sandro B.

CTO

Small-Business (50 or fewer emp.)

1/30/2025

"Sleek Integration from Postgres to Google Sheets"

5/5

What do you like best about Coefficient?

Coefficient makes it incredibly easy to set up seamless integrations between Postgres and Google Sheets. The setup process is quick and intuitive, allowing for smooth data syncing without the need for complex configurations. So far, everything works perfectly, and I haven’t encountered any issues. Highly recommend for anyone looking for a hassle-free data integration solution! Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

For now everything looks and works great. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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Thanks so much for your review, Sandro! It's awesome to hear your setup was quick and easy and you haven't had any issues! Hassle comes with a big price tag for our time, so I'm happy to hear it's been hassle-free! -Hannah

Verified User in Food & Beverages

Enterprise (> 1000 emp.)

9/17/2025

"Innovative Tool"

5/5

What do you like best about Coefficient?

Makes reporting even easier and very easy to use! Makes my life easier. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

Nothing. It's an awesome tool that I'm glad I was introduced to. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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Thanks for the review! We’re so glad Coefficient is making your reporting faster, easier, and less of a headache for you! Hearing that it simplifies tracking and combining Salesforce data is exactly what we love to see. -Hannah

Eric B.

Marketing Ops

Mid-Market (51-1000 emp.)

1/7/2025

"Fastest Salesforce Export Tool into Google Sheets"

4.5/5

What do you like best about Coefficient?

Coefficient is the right fit for my needs. It's fast, efficent and super simple to use. The free version isn't heavily gated with limited functionality so I could test many use cases before recommending to other in the organization. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

The Append New Data for Salesforce is a bit confusing. When you check the box, it looks like you need to "save and run" which basically duplicates the report you already ran underneath. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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Really appreciate the review, Eric! So glad to hear Coefficient has been super easy and efficient to plug into and optimize your Salesforce workflows. We launched Append New Data about a month ago by user demand! If you keep it unchecked, when your import refreshes, your data will simply update and overwrite historical values and append any new rows of data that fall into your query. With it checked, it allows for simplified historical data tracking by placing current and timestamped data below your initial import. I've added a link to our help center if you'd like to learn more! Really appreciate this feedback, because I can see how Append "New" Data could be a bit confusing. Will send it over to our product team! -Hannah

See how Coefficient improved

Diego Alexander M.

Sales Operation

Enterprise (> 1000 emp.)

3/12/2025

"An easy and dynamic tool"

4.5/5

What do you like best about Coefficient?

The ease of connection and the simple way to connect Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

The selection interface is complex because it does not have the same structure as HubSpot, and in the translation, it generates errors in the headers. Sometimes it is difficult to find the variables. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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We really appreciate your review and comments and are pleased to know that Coefficient has been easy to connect and keep your data updated. -Hannah

Priyanshu M.

Software Developer

Small-Business (50 or fewer emp.)

1/3/2025

"Taming My Mongo Data With a Few Clicks!"

5/5

What do you like best about Coefficient?

Honestly, Coefficient has been a lifesaver! It's incredibly easy to use - I was able to connect to my Mongo database and automate data imports into Google Sheets in just a few clicks. No more messy manual exports or complicated scripts! It's a huge time-saver and lets me focus on what really matters. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

To be honest, I haven't found anything major to dislike yet. It just works! Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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So happy to hear we've helped you clean up your Mongo workflows, Priyanshu! "It just works" is always a good feeling! -Hannah

Verified User in Computer Software

Mid-Market (51-1000 emp.)

5/26/2025

"Great, easy and effective"

5/5

What do you like best about Coefficient?

Because of its simplicity, it is a very effective and reliable connection. I also use it a lot and am accountable for keeping the connection live and updated. Review collected by and hosted on G2.com.

What do you dislike about Coefficient?

Opening the integration with Sheets sometimes takes a minute, but it's still awesome. Review collected by and hosted on G2.com.

Response from Hannah Recker of Coefficient

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Thanks so much for the kind words! We’re so glad to hear Coefficient has been a simple, reliable sidekick for your data workflows, and that you trust it to keep things live and up to date.

Appreciate you flagging the slight delay when opening Sheets. We know every second counts and are always working to make things faster.

Thanks again, we're lucky to have you! -Hannah